Joshua S Levy
Acting U.S. Attorney, Massachusetts
Observations
- Millionaire
Estimated Net Worth
- $9.2 M - $26.1 M
Salary
- Unknown
Employment
- Started 05/19/2023
Records
Financial Disclosure Details - OGE Form 278e (07/24/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Ropes & Gray | Boston, Massachusetts | Partner | 8/2021 |
2 | Discovering Justice | Boston, Massachusetts | Trustee | 5/2023 |
3 | The Steppingstone Foundation | Boston , Massachusetts | Board of Directors | 5/2023 |
4 | Carroll School | Lincoln, Massachusetts | Trustee | 5/2021 |
5 | Friend 2007 Family Trust | Chicago, Illinois | Trustee | Present |
6 | The Fisher Family 2022 Trust Agreement | New York, New York | Trustee | Present |
7 | Eel Point 2012 Nominee Trust | New York, New York | Trustee | Present |
8 | 210 Eel Point Road Nominee Trust | New York , New York | Trustee | Present |
9 | Massachusetts District Court’s Criminal Justice Act Panel | Boston, Massachusetts | Panel Member | 8/2021 |
10 | Joshua S Levy 2010 Trust | Boston , Massachusetts | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | John Hancock Fundamental Large Cap Core Fund Class A Shares (TAGRX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | John Hancock Funds II New Opportunities Fund Class A Shares (JASOX) | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA #2 | |||
2.1 | Fidelity Contrafund (FCNTX) | $15,001 - $50,000 | None (or less than $201) | |
3 | RGIP, LP (private equity fund) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | |
4 | Ropes & Gray 401K | |||
4.1 | Neuberger Berman Core Bond Instl (NCRLX) | $100,001 - $250,000 | None (or less than $201) | |
4.2 | Metropolitan West Total Return Bond Plan (MWTSX) | $100,001 - $250,000 | None (or less than $201) | |
4.3 | Vanguard Wellesley Income Admiral (VWIAX) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Ropes & Gray LLP | Boston, Massachusetts | 401(k): I will continue to participate in this defined contribution plan. The plan sponsor has not made and will not make further contributions since my separation. | 10/2004 |
2 | Ropes & Gray LLP | Boston , Massachusetts | Roth 401(k)I will continue to participate in this defined contribution plan. The plan sponsor has not made and will not make further contributions since my separation. | 7/2004 |
3 | Ropes & Gray LLP | Boston , Massachusetts | RGIP, LP: I currently participate in this investment program which is made available to all current partners and certain former partners of the firm. As soon as practical but no later than 90 days after my confirmation, I will divest my interest in RGIP, LP. | 10/2004 |
4 | Ropes & Gray LLP | Boston , Massachusetts | Partners Retirement Plan (PRP): I currently have an unvested potential future interest in this pension plan. I will be eligible to receive payments from this plan if I meet the standard terms required by Ropes & Gray to permit participation. Pursuant to my agreement with Ropes & Gray, my future participation is guaranteed as long as a I meet the standard requirements at the appropriate time. | 10/2004 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Ropes & Gray | Boston, Massachusetts | Partner of Ropes & Gray for the first 8 months of 2021 (and prior years). |
2 | Medtronic | Minneapolis, Minnesota | Representation of Medtronic in government investigations |
3 | Sunovion Pharmaceuticals | Marlboro , Massachusetts | Representation of company in government investigations. |
4 | Vapotherm, Inc. | Exeter, New Hampshire | General government enforcement advice. |
5 | Akebia Therapeutics | Cambridge, Massachusetts | General government enforcement advice. |
6 | Allscripts | Chicago, Illinois | Representation of company in government investigations. |
7 | Avanos | Alphretta, Georgia | Representation of company in government investigations. |
8 | Mark Demichaelis | Wincheter, Massachusetts | General litigation advice |
9 | State Garden Inc. | Chelsea, Massachusetts | General litigation advice |
10 | Modernizing Medicine | Boca Raton, Florida | Representation of company in government investigations. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | iponder (mobile news brand) | consulting fees | ||
2 | WBUR (radio station) | consulting fees | ||
3 | Now This LLC (mobile news provider) | consulting fees | ||
4 | IRA | |||
4.1 | Fidelity Contrafund (FCNTX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Accion Int'l Retirement 401(k) | |||
5.1 | American Funds – EuroPacific Growth Fund Class R-5 Shares. | $15,001 - $50,000 | None (or less than $201) | |
5.2 | Voya MidCap Opportunities Fund Class | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Personal loan to family members | $1,000,001 - $5,000,000 | Interest | $5,001 - $15,000 |
2 | U.S. bank account (cash) #1 | $50,001 - $100,000 | Interest | $201 - $1,000 |
3 | U.S. bank account (cash) #2 | $15,001 - $50,000 | None (or less than $201) | |
4 | THE JOSHUA S LEVY 2010 TRUST, Trust | |||
4.1 | Neuberger Berman Municipal Intermediate Bond Instl (NMNLX) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
4.2 | Vanguard Int-Term Tax-Exempt Adm (VWIUX) | $500,001 - $1,000,000 | $15,001 - $50,000 | |
4.3 | TEMPLE BETH ELOHIM MA BOND | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
4.4 | Vanguard Wellesley Income Admiral (VWIAX) | $250,001 - $500,000 | $15,001 - $50,000 | |
4.5 | Vanguard Short-Term Tax-Exempt Admiral (VWSUX) | $100,001 - $250,000 | $2,501 - $5,000 | |
4.6 | GQG Partners US Select Quality Equity Instl (GQEIX) | $500,001 - $1,000,000 | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase | $50,001 - $100,000 | 2022 | revolving |
2 | RGIP LP | $100,001 - $250,000 | 2004 | On Demand |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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